Tim Rickard, CFP®

  • Wealth Management Advisor

Tim specializes in financial planning strategies for individuals and families working in finance, big law and consulting throughout the country. He consistently helps clients articulate their financial and personal goals, whether it be to protect loved ones, accumulate wealth, transition into retirement or leave a legacy for the next generation. Tim holds his Series 7 and 63 licenses. He graduated from Binghamton University, and enjoys watching college basketball, golfing and spending time with his family in his free time.

I am licensed and registered to offer products and services in NY. Licenses and registrations will vary. Domiciled in NY. 

Check the background of this investment professional on FINRA’s BrokerCheck

CA Insurance License #: 2077697